Edit the Properties of a Document

You can edit the associated document pools and details of a document.

You must be the owner of the document, or have the required permission rights.

To edit the properties of a document:

  1. Navigate to the Information Zone.
    If Smart View is not enabled, use the Smart View slider to toggle it on.
  2. Search for the document.
    For information, see Searching for Documents.
  3. Click > Edit document properties.
  4. Optional: On the Edit Properties window, make any updates to the associated document pools and attributes, if required.
  5. Optional: Click Next to proceed through the wizard to update the document details, email recipients, and assigned actions.
  6. When you are ready to save your changes, click Finish.